Volver a la clasificación

Bunge Global SA (BG)

Valor Justo
Consumer DefensiveFarm ProductsUnited States

Fundamental

37

Precio

$105.61

Capitalización Bursátil

$20.95B

Parte 1 · Cuánto vale la empresa

Resumen

Bunge Global SA operates as an agribusiness and food company worldwide. It operates through four segments: Soybean Processing and Refining, Softseed Processing and Refining, Other Oilseeds Processing and Refining, and Grain Merchandising and Milling. The Soybean Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of soybeans and soybean related products, as well as biodiesel and fertilizer production and distribution for the food, animal feed and biofuel industries. The Softseed Processing and Refining segment is involved in the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of softseeds and softseed related products, as well as biodiesel production and distribution. The Other Oilseeds Processing and Refining Segment is involved in products of a specialty nature, including the purchase, storage, transportation, processing, distribution, refining, marketing, and sale of these related products. The Grain Merchandising and Milling segment is involved in the purchase, storage, transportation, distribution, and marketing of commodities primarily consisting of corn, wheat, barley, cotton, pulses, and sugar; milling of wheat and sugar; and related services including ocean freight and financial services. Bunge Global SA was founded in 1818 and is headquartered in Chesterfield, Missouri.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 21.7Score: 60Market cap: $38.74B

ADM is the competitor Bunge names first in every processing category of its 10-K, buying the same oilseeds and grain from the same farmers and selling the same meal, vegetable oils and food ingredients to the same food, feed and biofuel customers worldwide.

Cargill, IncorporatedNot tracked

Cargill, privately held and the largest agricultural trader in the world, competes with Bunge on origination of grain and oilseeds, crushing and refining, and on the supply contracts of the same large food and feed manufacturers.

Louis Dreyfus Company B.V.Not tracked

Louis Dreyfus is the other member of the historic 'ABCD' quartet of grain traders: it originates soybeans, corn and wheat in the same producing countries — above all Brazil, Argentina and the United States — and sells into the same export destinations.

Wilmar International LimitedF34

Wilmar is Bunge's direct rival in oilseed crushing and in refined and specialty vegetable oils, and it is the dominant supplier of edible oils to the Asian food industry where Bunge also sells.

COFCO International Limited (中粮国际)Not tracked

COFCO International, the overseas arm of China's state grain group, competes with Bunge for South American soybean and corn origination and for the shipments that feed Chinese crushing demand.

CHS Inc.CHSCP

CHS, the large US farmer-owned cooperative, competes with Bunge for North American grain and oilseed origination at the elevator and for the soybean meal and oil sold to domestic processors and renewable fuel producers.

Balance y Liquidez

Ingresos

$36.82B

Últimos 12 meses (hasta 31/3/2026)

Beneficio Neto

$683M

Últimos 12 meses (hasta 31/3/2026)

Flujo de Caja Libre

$-879M

Patrimonio Neto Total

$15.90B

Pasivo Total

$27.16B

Ratio de Liquidez

1.60

Cobertura de Intereses

-

Deuda/EBITDA

5.18

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalValoración Justa

Valor Justo

$118.23

Precio Actual

$105.61

Margen de Seguridad

+10.7%

Rango de Valor Justo

$76.85 - $159.61

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$141.78
Flujo de caja descontado (DCF):$192.46
Múltiplo sobre beneficios (P/E):$48.80
Fórmula de crecimiento de Graham:$34.71
Valor de la capacidad de generar beneficios (EPV):$93.17
P/B justificado:$52.66
Descuento de dividendos (Gordon):$51.91
P/FFO, fondos de operaciones:$125.27
Beneficios de mitad de ciclo:Datos insuficientes para calcularlo
Múltiplo sobre ingresos:$556.84
Consenso de Analistas:Compra Fuerte (18B / 2H / 0S)
Última Sorpresa de Resultados:-0.34%

Métricas de Valoración

Ratio P/E

24.93

ROE

5.1%

Ratio P/B

1.29

P/FCF

-

Margen Bruto

9.7%

ROIC

-

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

-

WACC

6.0%

ROIC − WACC

-

Criterios de Análisis Fundamental

Superado (10)

  • Price CAGR 5.42%
  • P/B Ratio 1.29
  • Debt/Equity ratio
  • Current Ratio
  • Debt/EBITDA
  • Low reliance on intangibles
  • Revenue Growth 5Y 11.2%
  • Analyst Consensus 90% Buy
  • Earnings Surprise avg 28.7%
  • Earnings Quality (OCF/NI) 0.86

Fallido (11)

  • EPS shows upward trend
  • EPS CAGR -22.54%
  • Gross Margin 9.7%
  • Positive Free Cash Flow
  • Return on Tangible Assets
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • ROE 6.3%
  • Share Dilution 16.8%
  • Net Margin Trend 1.9% vs 4.4%
  • Piotroski F-Score 3/9

No disponible (7)

  • ROIC NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • CapEx intensity
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

3/9

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

0.86

Moderada: cierta brecha entre beneficios y efectivo

Dilución de Acciones

16.8%

Emitiendo nuevas acciones, diluyendo la participación

Participaciones institucionales

No hay declaraciones institucionales para esta empresa.

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Gregory A. HeckmanCEO & Director63
Mr. John W. Neppl CPAExecutive VP & CFO59
Mr. Julio GarrosChief Operating Officer49
Mr. Joseph A. Podwika J.D.Executive VP, Chief Legal Officer & Assistant Secretary62
Mr. Christos DimopoulosExecutive VP of Global Markets & Chief Sustainability Officer51
Mr. Jerry Matthews Simmons Jr.Chief Accounting Officer & Controller60
Mr. Mark HadenVP of Investor Relations60
Ms. Kellie SearsChief Human Resources Officer55
Mr. Pierre MaugerChief Transformation Officer53
Mr. Robert WagnerChief Risk Officer47

Riesgo de Auditoría

3

Riesgo del Consejo

4

Riesgo de Compensación

7

Riesgo de Derechos del Accionista

6

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-19

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-07-29

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-09-21

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for BG, sourced from Markets Gazette.

No recent news for BG.